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Adding a new workplace to HCP

When a Rep wants to add a new workplace to an HCP account record, should they use 'Member of' or 'Addresses' when in iRep?

2 comments

  • Avatar
    Tamas Nyitrai

    Hi Jill,

     

    It is suggested to use "Member of", so they can create a Child Account record that displays the relationship between the HCO and the HCP. If you have Address Inheritance configured, the address of the HCO will come down to the HCP's page as well (otherwise, you may need to add it manually).

    Please let me know if you have any further questions on this.

     

    Best regards,

    Tamas

  • Avatar
    Jill Jackling

    Many thanks Tamas.  Been using Veeva for ages, but this was always a query from the Salesforce.

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